Appleton Partners’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $642K | Buy |
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|
2025
Q1 | $616K | Sell |
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|
2024
Q4 | $781K | Sell |
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|
2024
Q3 | $691K | Sell |
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|
2024
Q2 | $674K | Sell |
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|
2024
Q1 | $804K | Sell |
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|
2023
Q4 | $737K | Sell |
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|
2023
Q3 | $583K | Sell |
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|
2023
Q2 | $609K | Sell |
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|
2023
Q1 | $583K | Sell |
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|
2022
Q4 | $405K | Buy |
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|
2022
Q3 | $290K | Sell |
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|
2022
Q2 | $358K | Sell |
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|
2022
Q1 | $479K | Buy |
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|
2021
Q4 | $408K | Buy |
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|
2021
Q3 | $424K | Buy |
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|
2021
Q2 | $373K | Sell |
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|
2021
Q1 | $381K | Sell |
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|
2020
Q4 | $431K | Buy |
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|
2020
Q3 | $481K | Sell |
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|
2020
Q2 | $362K | Sell |
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|
2020
Q1 | $309K | Buy |
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|
2019
Q4 | $322K | Sell |
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|
2019
Q3 | $304K | Hold |
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|
2019
Q2 | $310K | Hold |
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|
2019
Q1 | $324K | Sell |
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|
2018
Q4 | $289K | Sell |
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|
2018
Q3 | $339K | Sell |
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|
2018
Q2 | $330K | Buy |
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|
2018
Q1 | $240K | Sell |
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|
2017
Q4 | $226K | Buy |
|